Analysts. Investors very excited about the voice applications in particular for their customer engagement. Is that what drives us.Well, we had a great quarter and I would say across the board Voici was certainly a contributor, but every single one of our products contributed. This time. I'd say messaging and voice in particular were particularly strong.In addition to that, across channels, across geos, across customer segments. It was just a really good quarter for us. And fortunately we were able to beat o ...

Core Insights - NICE Ltd. is a global leader in providing cloud and on-premises enterprise software solutions, specializing in customer engagement, financial crime, and compliance solutions [1] - The company competes with major tech firms like Salesforce and Oracle in the customer engagement sector, attracting attention from Wall Street analysts [1] Price Target and Analyst Recommendations - Morgan Stanley has set a price target of $193 for NICE, indicating a potential 46% increase from its current price of $132.21 [2] - The average brokerage recommendation (ABR) for NICE is 1.76, suggesting a favorable outlook between Strong Buy and Buy [2] - Out of 17 brokerage firms, 10 have given a Strong Buy recommendation, while one has rated it as a Buy, reflecting a positive sentiment with 58.8% Strong Buy and 5.9% Buy recommendations [2] Stock Performance - NICE's stock is currently priced at $132.21, having experienced a 1.79% increase, which translates to a rise of $2.33 [3] - The stock has fluctuated between a low of $131.05 and a high of $132.80 during the day [3] - Over the past year, NICE has reached a high of $200.65 and a low of $126.66, indicating volatility in its trading pattern [3] Market Capitalization and Trading Volume - NICE has a market capitalization of approximately $8.22 billion, reflecting the total market value of its outstanding shares [4] - The trading volume stands at 556,807 shares, indicating the level of investor interest and activity in the stock [4]

Core Insights - CallTower has launched the Ascend Teams Contact Center, a solution designed to enhance customer engagement and streamline operations within the Microsoft Teams ecosystem [1][3][4] Company Overview - CallTower is a leader in the Contact Center as a Service (CCaaS) market, focusing on transforming global communication and collaboration for businesses [6][9] - The company has been operational since 2002 and has established itself as a global leader in enterprise-class cloud communications [6] Product Features - Ascend Teams Contact Center integrates seamlessly with Microsoft Teams, providing a unified communications environment [7] - The platform offers enhanced customer engagement through robust communication tools across multiple channels [7] - Advanced analytics and reporting capabilities are included, allowing businesses to gain insights into customer behavior and agent performance [7] Strategic Partnerships - The development of Ascend Teams Contact Center was in collaboration with Intermedia Cloud Communications, emphasizing CallTower's commitment to partnering with leading technology providers [2][5] - The acquisition of Inoria in 2025 has amplified CallTower's CCaaS and customer experience capabilities, enhancing its service offerings with AI and advanced analytics [8] Market Position - CallTower is recognized as a top-tier global Microsoft Teams Operator Connect provider, enhancing collaboration and productivity for businesses [5][6] - The company aims to exceed customer expectations by delivering key integrations and innovative solutions tailored to customer needs [5]

Financial Data and Key Metrics Changes - The company reported a positive momentum shift in Q2, with third-quarter positive comps, contrasting with the previous year's eight quarters of negative comps [4][5] - Home prices have appreciated by approximately 50% since the end of 2019, contributing to a healthier consumer base [5] - The company noted a significant amount of untapped equity in homes, which has not yet translated into increased consumer spending on large projects [8] Business Line Data and Key Metrics Changes - In Q2, 13 out of 16 departments in the U.S. experienced positive comps, indicating broad-based growth across various categories [11] - The company is taking market share in both consumer and professional segments, with growth in virtually every category outpacing the marketplace [14] Market Data and Key Metrics Changes - The housing market is described as being close to frozen, with housing turnover at forty-year lows, which is impacting consumer engagement in larger projects [6][7] - Despite economic uncertainties, the company believes that consumer engagement in home improvement will eventually increase as people become accustomed to current economic conditions [9] Company Strategy and Development Direction - The company is focused on enhancing its pro capabilities through acquisitions and organic growth strategies, aiming to capture more share of wallet from existing customers [30][36] - The company has made significant investments in supply chain improvements and digital assets to enhance delivery speed and customer service [41][42] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the second half of the year, anticipating improvements as tax cuts benefit consumers [51] - The company is closely monitoring pricing elasticity and consumer behavior in response to recent price adjustments, indicating a cautious but proactive approach [52] Other Important Information - The company has diversified its supply chain to mitigate tariff impacts, with over 50% of goods manufactured in the U.S. [17][18] - The company is committed to maintaining competitive pricing while protecting project costs, which is crucial for customer retention [21][22] Q&A Session Summary Question: What is the outlook for the consumer environment in the second half? - Management expects the environment to improve as tax cut benefits flow through to consumers [51] Question: Have there been any elasticity impacts from recent pricing actions? - Management noted that there is not much elasticity in their product pricing and is closely monitoring pricing tests [52] Question: What are the expectations for inventory growth in the second half? - Management indicated that there will be no significant changes in inventory growth, maintaining a business-as-usual approach [56] Question: What are the expectations for non-tariff margin drivers into 2026? - Management affirmed that operating costs will remain largely unchanged, with further discussions planned for the investor conference [58] Question: What is the outlook for market share consolidation in the retail space? - Management believes that competitive dynamics will remain stable, with some potential for consolidation in the distribution space [60]

Core Insights - Sezzle (SEZL) has experienced a remarkable 74.2% year-over-year increase in gross merchandise volume (GMV) in Q2 2025, continuing a trend of significant growth over the past quarters [1][9] - The company's focus on consumer engagement through product innovation and targeted marketing has led to improved user loyalty and consistent profit growth [2] - Customer engagement is reflected in the increase in purchase frequency, which rose to 6.1 from 4.8 year-over-year, indicating a shift towards regular usage of Sezzle's services [3] Financial Performance - Sezzle's GMV growth has resulted in a 76.4% year-over-year increase in revenue, with operating income soaring 116.1% year-over-year and margins expanding by 6.8 basis points [5] - Adjusted net income increased by 91.8% year-over-year, showcasing strong underlying profitability driven by a loyal user base [6] Subscriber Growth - The number of Monthly On-Demand & Subscribers reached 748,000 in Q2 2025, marking a 13.7% sequential increase, which is attributed to successful product innovations [4] Stock Performance - SEZL's stock price surged 315.5% over the past year, significantly outperforming the industry growth of 22.7% and the S&P 500's rise of 14.3% [7] Valuation Metrics - Sezzle trades at a forward price-to-earnings ratio of 22.45X, slightly above the industry average of 22.17X, while competitors OppFi and PayPal have lower ratios of 6.62X and 12.13X, respectively [11] - The Zacks Consensus Estimate for Sezzle's earnings for 2025 and 2026 has increased by 2.8% and 2.3%, respectively, over the past 60 days [14]

Financial Data and Key Metrics Changes - Twilio reported record revenue of $1,228,000,000 for Q2 2025, representing a 13% year-over-year increase on both a reported and organic basis [18] - Non-GAAP income from operations reached $221,000,000, up 26% year-over-year, with a non-GAAP operating margin of 18% [25][27] - Free cash flow was a record $263,000,000 for the quarter [26] Business Line Data and Key Metrics Changes - Revenue from the Communications business was $1,153,000,000, up 14% year-over-year, with messaging revenue growth accelerating for the fourth consecutive quarter [18][19] - Segment revenue remained flat at $75,000,000 year-over-year, with a dollar-based net expansion rate of 108% [20][21] - Non-GAAP gross margin for Communications was 49.2%, while Segment's was 74.3% [24] Market Data and Key Metrics Changes - The number of large deals closed (over $500,000) increased by 57% year-over-year, indicating strong market demand [9] - The dollar-based net expansion rate for Communications was 109%, reflecting improving growth trends [20] Company Strategy and Development Direction - Twilio is focusing on product-led innovation and operational efficiencies to drive growth, particularly in messaging and voice channels [8][18] - The company is investing in AI capabilities and enhancing its platform to support customer engagement, with a strategic partnership with Microsoft announced [15][16] - Twilio aims to stabilize and improve gross margins through pricing and cost actions, including announced price increases in messaging and voice [24][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the durability of growth across various industries, despite tougher comparisons in the second half of the year [42][60] - The company is optimistic about the impact of AI on its growth trajectory and sees significant opportunities in the AI space [86][87] Other Important Information - Twilio's platform is increasingly recognized for its ability to deliver personalized customer experiences, with Gartner naming it a leader in the CPaaS Magic Quadrant for the third consecutive year [16] - The company is integrating Segment with its communications capabilities to create a more unified platform [26][98] Q&A Session Summary Question: Where is Twilio seeing the most traction with ISVs? - Management noted strong traction across verticals such as financial services and healthcare, with use cases starting with messaging and expanding to voice and RCS [31] Question: What is the impact of the price increase in the quarter? - Management indicated that the impact was not material [32] Question: Why implement a price increase now? - The price increase reflects the growth of the self-service business and the company's pricing power [36] Question: Where are new customers coming from? - New customers are primarily coming from the self-service channel, with innovations reducing onboarding friction [39] Question: How durable is the growth profile? - Management expressed confidence in the durability of growth across various industries and customer segments [42] Question: How is voice performing relative to expectations? - Voice is performing well, driven by demand from voice AI customers and new product launches [64] Question: How is Twilio prioritizing R&D investments? - The company is focusing on responsible investments in engineering to capture AI opportunities [92] Question: How are customers responding to the integration of customer profiles? - Customers are showing strong interest in the integration of Segment capabilities with communications, driving ROI [98]

Financial Data and Key Metrics Changes - Twilio reported record revenue of $1,228,000,000 for Q2, up 13% year over year on both a reported and organic basis [18] - Non-GAAP income from operations reached $221,000,000, a 26% increase year over year, with a non-GAAP operating margin of 18% [24][27] - Free cash flow was $263,000,000, marking a strong cash generation performance [26][27] Business Line Data and Key Metrics Changes - Revenue from the Communications business was $1,153,000,000, up 14% year over year, with messaging growth accelerating for the fourth consecutive quarter [18][19] - Segment revenue remained flat at $75,000,000 year over year, with a dollar-based net expansion rate of 108% [20][21] - Non-GAAP income from operations for the Communications segment was $281,000,000, while the Segment business exceeded its breakeven target with $6,000,000 in non-GAAP income [25] Market Data and Key Metrics Changes - The number of large deals closed (over $500,000) increased by 57% year over year, reflecting strong demand in the communications market [7] - The dollar-based net expansion rate for Communications was 109%, indicating robust growth trends [20] Company Strategy and Development Direction - Twilio is focusing on product-led innovation and operational efficiencies to drive growth, particularly in messaging and voice channels [6][18] - The company is enhancing its platform capabilities, including the introduction of new products like Conversation Relay and conversational intelligence, to improve customer engagement [9][11] - A strategic partnership with Microsoft was announced, aimed at leveraging AI capabilities for customer engagement [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the durability of growth across various industries, despite tougher comparisons in the second half of the year [44][61] - The company is taking actions to stabilize and improve gross margins, including price increases and cost optimization [22][46] - Management highlighted the significant opportunity presented by AI and voice technologies, positioning Twilio as a key player in the evolving landscape [84] Other Important Information - Twilio was recognized as a leader in the CPaaS Magic Quadrant for the third consecutive year, reinforcing its market leadership [16] - The company is integrating its Segment capabilities with communications to enhance customer experiences and drive ROI [96] Q&A Session Summary Question: Can you speak to the traction where you're seeing the most traction with ISVs? - Management noted strong growth across verticals like financial services and healthcare, with ISVs starting with messaging and expanding to voice and RCS [31][32] Question: Is there any impact from the price increase in the quarter? - Management indicated that the impact was not material [34] Question: Can you walk us through why now for a price increase? - The price increase was not tied to the Verizon A2P fee increase and reflects the growth in the self-service business [38][39] Question: Where are the new customers coming from? - New customer acquisition is strong, particularly in the self-service channel, driven by innovations that reduce onboarding friction [40] Question: How did voice perform relative to expectations? - Voice is performing well, with significant demand from voice AI customers contributing to growth [65] Question: How are you thinking about the balance of market share growth for messaging in international markets? - Management emphasized the importance of cross-selling and the growth of international messaging, which is seen as a pathway to expand market share [76] Question: How are you prioritizing R&D investments relative to financial targets? - Management confirmed that R&D investments are being made responsibly to capture the AI opportunity while maintaining strong cash flow [90][91]

Core Insights - Alkami Technology, Inc. has been awarded the Best New Community at the 2025 CMX Community Industry Awards for its successful customer-driven community experience [1][2]. Company Overview - Alkami is a leading cloud-based digital banking solutions provider for financial institutions in the U.S. [6]. - The company focuses on enabling clients to grow confidently, adapt quickly, and build thriving digital communities through various banking and marketing solutions [6]. Community Development - The Alkami Community was launched in April 2024, featuring an open-access experience with role-based permissions, self-registration, streamlined navigation, and real-time analytics [3]. - The community aims to connect users, share best practices, and provide self-service options, transitioning to Gainsight's Customer Communities solution [3]. Customer Engagement Metrics - The community has achieved a 96.6% customer adoption rate, with nearly every customer represented [7]. - Customer satisfaction is high, with an 85% score and the majority of members rating the community as highly valuable [7]. - Membership has grown from 275 to over 3,600 users [7]. - The community hosted over 35 events, achieving a 67% attendance rate and a 96% customer satisfaction score [7]. Leadership Statements - Wayne McCulloch, chief customer officer, emphasized the importance of a thriving customer community for delivering long-term value [4]. - Aaron White, senior community manager, highlighted the initiative's success in creating a hub for connection, feedback, and shared success [4].

Core Insights - Braze, Inc. reported better-than-expected earnings for Q1, with earnings of 7 cents per share, surpassing the analyst consensus estimate of 5 cents per share [1] - The company achieved quarterly sales of $162.06 million, exceeding the analyst consensus estimate of $158.66 million [1] Financial Guidance - Braze lowered its FY2026 adjusted EPS guidance from 31 cents to 35 cents, while raising its FY2026 sales outlook from a range of $686 million-$691 million to $702 million-$706 million [2] Leadership and Growth - CEO Bill Magnuson expressed optimism about the company's strong start in fiscal year 2026, highlighting revenue growth, profitability, and free cash flow [3] - Ed McDonnell will join Braze in July to lead global revenue operations, bringing a strong track record in high-growth public SaaS businesses [3] Stock Performance - Following the earnings announcement, Braze shares dipped 12.6% to trade at $31.50 [3] Analyst Ratings and Price Targets - Stephens & Co. analyst Brett Huff maintained an Overweight rating on Braze, lowering the price target from $51 to $41 [9] - UBS analyst Taylor McGinnis maintained a Buy rating, cutting the price target from $51 to $48 [9] - JMP Securities analyst Patrick Walravens reiterated a Market Outperform rating, maintaining a price target of $68 [9]

Financial Data and Key Metrics Changes - Braze reported Q1 2026 revenue of $162.1 million, representing a nearly 20% year-over-year increase [6][18] - Non-GAAP operating margin improved by over 900 basis points year-over-year, with non-GAAP net income of $7 million and free cash flow of nearly $23 million [6][24] - Total remaining performance obligation (RPO) was $829.3 million, up 26% year-over-year, while current RPO increased by 24% year-over-year to $522 million [20] Business Line Data and Key Metrics Changes - Subscription revenue accounted for 96% of total revenue, with the remaining 4% from professional services and onboarding fees [18] - The customer count rose to 2,342, an increase of 11% year-over-year, with large customers (spending at least $500,000 annually) growing by 24% year-over-year to 262 [18][19] - Dollar-based net retention (DBNR) was 109 overall and 112 for large customers, indicating strong customer expansion [19] Market Data and Key Metrics Changes - Revenue outside the U.S. contributed 46% of total revenue, up from 45% in the previous quarter [20] - The company secured new business wins across various sectors, including fintech, luxury retail, and healthcare, demonstrating broad market strength [7][9] Company Strategy and Development Direction - Braze aims to become the leading customer engagement platform globally, focusing on AI-driven solutions and first-party data utilization [6][10] - The acquisition of OfferFit is expected to enhance Braze's AI capabilities and customer engagement strategies, allowing for more personalized experiences [12][14] - The company is committed to investing in technology and community to elevate customer engagement practices [11] Management's Comments on Operating Environment and Future Outlook - Management noted that global trade concerns have not significantly impacted deal cycles, and they expect continued momentum despite a noisy macro environment [6][7] - The company anticipates that the legacy replacement cycle and vendor consolidation trends will persist, providing opportunities for market share growth [9][10] - Management expressed confidence in achieving sustained profitable growth while navigating economic uncertainties [6][27] Other Important Information - Braze's non-GAAP gross profit for the quarter was $112 million, with a gross margin of 69.3%, up from 67.9% in the prior year [21] - The company ended the quarter with approximately $540 million in cash and equivalents, indicating strong liquidity [24] Q&A Session Summary Question: Reconciling sequential growth and CRPO dynamics - Management acknowledged that CRPO is sensitive to renewal dollars and emphasized that revenue is the key metric to watch for macro stabilization [32][34] Question: Performance of Project Catalyst - Project Catalyst is in private beta, and while specific uplift case studies are not available, initial results show promise in optimizing customer engagement strategies [43][45] Question: Renewal cadence and OfferFit feedback - Q1 was a heavy renewal quarter, with expectations for a drop in Q2 and Q3, followed by another increase in Q4 [63] - Early feedback on OfferFit has been positive, with strong interest from customers and successful presentations at events [55][57] Question: Pricing and packaging changes - The new pricing model has relaxed data point limits, improving customer flexibility and reducing friction in sales cycles [70][72] Question: Impact of OfferFit on EBIT guidance - OfferFit is expected to contribute significantly to EBIT, with around 80% of the impact attributed to its integration [74][76]